The Morning Dose
Morning Dose #302: Market Rotation: From Tech to Defensives – Friday 7/3/2026
0:005:20
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Episode summary
A weak jobs report slashes rate hike odds, triggering a massive rotation from tech momentum into defensive sectors like healthcare and utilities. Analysts break down the ‘cautious’ regime, identify safe-haven plays in miners, and warn against catching falling knives in semiconductors.